# National Rural Electric Cooperative Association DB Plan
Source: https://planprovider.pro/companies/national-rural-electric-cooperative-association-plan-333

> National Rural Electric Cooperative Association's DB plan: 56,128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Rural Electric Cooperative Association

- **Sponsor EIN:** 530116145

- **Sponsor Address:** 4301 WILSON BLVD, ARLINGTON, VA, 22203

- **Plan Type:** DB

- **Total Participants:** 56,128

- **Total Assets:** $11.5B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|56,128|$11.5B|$1.1B|$5.9M|

| 2023|55,939|$10.2B|$1.2B|$6.0M|

| 2022|53,861|$9.4B|$1.1B|$6.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ARROWSTREET CAPITAL LIMITED PARTNER|INVESTMENT MANAGEMENT|$2,970,209|—|$2,970,209|

| LSV ASSET MANAGEMENT|INVESTMENT MANAGEMENT|$2,811,022|—|$2,811,022|

| EXCELLA INC|CONSULTANT|$2,478,267|—|$2,478,267|

| JENNISON ASSOCIATES LLC|INVESTMENT MANAGEMENT|$1,910,539|—|$1,910,539|

| DECISIONPATH CONSULTING|CONSULTANT|$1,419,723|—|$1,419,723|

| BAILLIE GIFFORD OVERSEAS LIMITED|INVESTMENT MANAGEMENT|$1,304,385|$61|$1,304,446|

| CAPITAL BANK AND TRUST COMPANY|INVESTMENT MANAGEMENT|$1,302,986|—|$1,302,986|

| RBC GLOBAL ASSET MANAGEMENT US INC|INVESTMENT MANAGEMENT|$1,261,433|—|$1,261,433|

| T ROWE PRICE ASSOCIATES INC|INVESTMENT MANAGEMENT|$1,148,431|—|$1,148,431|

| EXPERIS IT SERVICES US LLC|CONSULTANT|$1,021,090|—|$1,021,090|

| WILLIS TOWERS WATSON US LLC|ACTUARY|$1,016,802|—|$1,016,802|

| OPTOMI LLC|CONSULTANT|$927,247|—|$927,247|

| LOCKTON COMPANIES|INSURANCE AGENT|$546,845|—|$546,845|

| CAPRICORN SYSTEMS INC|CONSULTANT|$535,971|—|$535,971|

| SPEAR SOLUTIONS INC|CONSULTANT|$487,110|—|$487,110|

| PRUDENTIAL TRUST COMPANY|INVESTMENT MANAGEMENT|$470,279|—|$470,279|

| NEUBERGER BERMAN GROUP LLC|INVESTMENT MANAGEMENT|$446,245|—|$446,245|

| STATE STREET BANK|TRUSTEE|$429,816|—|$429,816|

| WELLINGTON MANAGEMENT COMPANY LLP|INVESTMENT MANAGEMENT|$397,443|—|$397,443|

| STATE STREET GLOBAL ADVISORS TRUST|INVESTMENT MANAGEMENT|$368,047|—|$368,047|

| RVK INC|CONSULTANT|$353,595|—|$353,595|

| ASKIA LLC|CONSULTANT|$274,502|—|$274,502|

| CONVERGENZ LLC|CONSULTANT|$269,808|—|$269,808|

| PALADIN CONSULTING|CONSULTANT|$245,435|—|$245,435|

| ENTERPRISE IRON FIS INC|ACCOUNTING|$220,037|—|$220,037|

| DAVIS COMPANIES|CONSULTANT|$183,566|—|$183,566|

| SIGNATURE COMMERCIAL SOLUTIONS LLC|CONSULTANT|$126,160|—|$126,160|

| BDO USA LLP|ACCOUNTING|$112,463|—|$112,463|

| ROBERT HALF|CONSULTANT|$96,827|—|$96,827|

| GROOM LAW GROUP CHARTERED|LEGAL|$96,011|—|$96,011|

| SPECTRUM FINANCIAL SERVICES|CONSULTANT|$95,272|—|$95,272|

| USM BUSINESS SYSTEMS INC|CONSULTANT|$92,229|—|$92,229|

| WILLKIE FARR AND GALLAGHER LLP|LEGAL|$87,671|—|$87,671|

| BLACKROCK FINANCIAL MANAGEMENT INC|INVESTMENT MANAGEMENT|$79,655|—|$79,655|

| PINNACLE DATA SYSTEMS LLC|PARTICIPANT COMMUNICATION|$77,397|—|$77,397|

| CLIFTONLARSONALLEN LLP|AUDITOR|$64,623|—|$64,623|

| THOMPSON HINE LLP|LEGAL|$63,486|—|$63,486|

| CHESAPEAKE BENEFIT PARTNERS LLC|CONSULTANT|$57,549|—|$57,549|

| ASTON CARTER INC|CONSULTANT|$56,505|—|$56,505|

| SIRIUS COMPUTER SOLUTIONS INC|CONSULTANT|$48,735|—|$48,735|

| RAYMOND JAMES AND ASSOCIATES|BROKER|—|$43,365|$43,365|

| JP MORGAN SECURITIES LLC|BROKER|—|$41,637|$41,637|

| NEWPORT TRUST COMPANY|CONSULTANT|$39,667|—|$39,667|

| INTERNATIONAL SOFTWARE SYSTEMS INC|CONSULTANT|$38,096|—|$38,096|

| MORGAN STANLEY CO INCORPORATED|BROKER|—|$31,918|$31,918|

| REASONN LLC|CONSULTANT|$31,662|—|$31,662|

| ADP INC|OTHER SERVICES|$30,519|—|$30,519|

| JEFFERIES INTERNATIONAL LTD|BROKER|—|$29,763|$29,763|

| CITIGROUP GLOBAL MARKETS LIMITED|BROKER|—|$24,760|$24,760|

| UBS AG|BROKER|—|$23,480|$23,480|

| ZOVAYA CORPORATION|CONSULTANT|$19,970|—|$19,970|

| BLOOMBERG FINANCE LP|COMPUTER SERVICES|$19,849|—|$19,849|

| COWEN AND COMPANY|BROKER|—|$19,541|$19,541|

| GOLDMAN SACHS AND CO|BROKER|—|$19,418|$19,418|

| WELLS FARGO BANK|OTHER FEES|$19,339|—|$19,339|

| PROTIVITI INC|CONSULTANT|$15,911|—|$15,911|

| MERRILL LYNCH INTERNATIONAL|BROKER|—|$15,228|$15,228|

| DEXIAN LLC|CONSULTANT|$12,905|—|$12,905|

| JEFFERIES LLC|BROKER|—|$12,730|$12,730|

| BARCLAYS CAPITAL LE|BROKER|—|$12,424|$12,424|

| NASDAQ INFORMATION LLC|COMPUTER SERVICES|$11,754|—|$11,754|

| WELLS FARGO SECURITIES|BROKER|—|$10,522|$10,522|

| GOLDMAN SACHS INTERNATIONAL|BROKER|—|$8,841|$8,841|

| NATIONAL FINANCIAL SECURITIES CORP|BROKER|—|$8,107|$8,107|

| EVERCORE ISI|BROKER|—|$8,042|$8,042|

| RBC CAPITAL MARKETS|BROKER|—|$7,817|$7,817|

| MORGAN STANLEY AND CO INTERNATIONAL|BROKER|—|$7,480|$7,480|

| BTIG LLC|BROKER|—|$6,773|$6,773|

| ROBERT W BAIRD CO INCOPORATED|BROKER|—|$6,416|$6,416|

| BOFA SECURITIES|BROKER|—|$5,669|$5,669|

| PIPER JAFFRAY AND CO|BROKER|—|$5,566|$5,566|

| JP MORGAN SECURITIES ASIA PACIFIC|BROKER|—|$5,537|$5,537|

| ALKU TECHNOLOGIES LLC|CONSULTANT|$5,457|—|$5,457|

| UBS SECURITIES|BROKER|—|$5,300|$5,300|

| BNP PARIBAS SECURITIES|BROKER|—|$5,122|$5,122|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RBC GLOBAL ASSET MANAGEMENT US INC](https://planprovider.pro/provider/royal-bank-of-canada) — INVESTMENT MANAGEMENT

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — ACTUARY

- [LOCKTON COMPANIES](https://planprovider.pro/provider/creative-planning) — INSURANCE AGENT

- [BDO USA LLP](https://planprovider.pro/provider/bdo-usa-pc) — ACCOUNTING

- [GROOM LAW GROUP CHARTERED](https://planprovider.pro/provider/groom-law-group) — LEGAL

- [WILLKIE FARR AND GALLAGHER LLP](https://planprovider.pro/provider/willkie-farr-and-gallagher-llp) — LEGAL

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — AUDITOR

- [THOMPSON HINE LLP](https://planprovider.pro/provider/thompson-hine-llp) — LEGAL

- [RAYMOND JAMES AND ASSOCIATES](https://planprovider.pro/provider/john-hancock) — BROKER

- [MORGAN STANLEY CO INCORPORATED](https://planprovider.pro/provider/morgan-stanley) — BROKER

- [ADP INC](https://planprovider.pro/provider/adp-retirement-services) — OTHER SERVICES

- [UBS AG](https://planprovider.pro/provider/ubs-financial-services-inc) — BROKER

- [GOLDMAN SACHS AND CO](https://planprovider.pro/provider/goldman-sachs) — BROKER

- [MORGAN STANLEY AND CO INTERNATIONAL](https://planprovider.pro/provider/jp-morgan-asset-management) — BROKER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $26,566,062

- **Estimated Expense Ratio:** 0.231% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$28,457,792|$15,098,772|—|$83,086|—|

| 2023|$36,585,448|$13,371,402|—|$135,033|—|

| 2022|$28,122,144|$14,690,964|—|—|$6,424,113|

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